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AI: Companies

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AI: Companies
Explore cutting-edge AI developments in China that are transforming various industries and reshaping the future.
Sectors with relatively high profitability include semiconductor equipment, printed circuit boards, optical modules, and outsourced semiconductor assembly and testing, according to BofA Securities. Photo: Shutterstock
China stock market

Look beyond AI ‘titans’ for growth stocks, BofA Securities says

Investors should shift focus to AI-driven sectors with more rising stars, under-covered companies and pair-trading opportunities.

Artificial intelligence

China’s Xreal to power Google’s Android AI glasses as smart eyewear demand grows

Artificial intelligence

AI race: Meta reportedly uses Alibaba’s Qwen for its ‘Avocado’ model

Artificial intelligence

Alibaba names AI-lab leader Zhou Jingren as new group partner

He will join the 17-member Alibaba Partnership, which steers the company’s course and includes co-founders Jack Ma and Joe Tsai.

Alibaba’s Zhou Jingren speaks during a summit in Hong Kong on November 13, 2023. Photo: May Tse
Artificial intelligence

Alibaba creates new unit to push consumer use of its Qwen AI models

Significant organisational change underlines company’s determination to turn the Qwen chatbot into a ‘super app’.

China technology

Opinion | Why the Global South is embracing Chinese AI

The US champions AI as an autonomous agent, a content creator. China exports a vision of AI as a digital nervous system for the real economy.

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US-China trade war

US-China tech thaw? Trump clears Nvidia H200 exports – why it matters

It’s a ‘sliding scale’ strategy, analysts say of Trump’s U-turn – preserve American market share while dampening Beijing’s self-reliance push.

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US President Donald Trump and President Xi Jinping talk after a bilateral meeting in Busan, South Korea, on October 30. Trump said on Monday that he had reached an agreement with Xi to allow US chip giant Nvidia to export advanced artificial intelligence chips to China. Photo: Reuters
Artificial intelligence

China AI chipmaker MetaX draws more IPO investors than Moore Threads

More than 5 million investors vied for allotments in the chipmaker’s share offering, which aims to raise US$594 million.

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American Samoa

L&G Asset Management sees AI equity upside despite US$3 trillion debt concerns

‘We are defensive in terms of allocating to that particular sector,’ says Ben Bennett, L&G’s head of investment strategy in Asia.

Technology

Opinion | Does AI’s rise have to mean job losses? East Asia tells a different story

Studies from Vietnam to South Korea show AI adoption has not cannibalised jobs. Instead of simple mechanisation, economies are synergising.

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The automated Seres Super Factory fpr electric vehicles in Liangjiang New Area, southwest China’s Chongqing, on September 19. Photo: Xinhua
Huawei

Huawei founder Ren Zhengfei sees divergence in US and China AI strategies

US focusing on supercomputing power while China is adopting a more practical approach to solve real-world problems, says Ren Zhengfei.

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Huawei Technologies’ founder Ren Zhengfei in Taiyuan in Shanxi province on February 9, 2021. Photo: Xinhua
US-China tech war

Editorial | China’s low-cost AI is showing up America’s high-cost tech model

The real China threat is in exposing America’s AI myths by showing what can be achieved at much lower costs and with greater efficiency.

Artificial intelligence

Can China fund its AI push? Ex-Google CEO Eric Schmidt casts doubt

Capital from the government and Big Tech firms is set to make up for any lack of market-driven capital, analysts say.

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China economy

Opinion | How China engineered the rapid rise of its drug innovation industry

A market once dominated by generics is now an AI-powered pharmaceutical hub drawing billion-dollar investments from the likes of Pfizer and GSK.

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A worker checks the position of a feeding tray in a pharmaceutical manufacturing facility at the Hengrui Biomedical Industrial Park in Lianyungang in Jiangsu province, on December 13, 2021. Photo: Getty Images
US-China relations

Nvidia CEO meets Trump, says he’s not sure if China would accept H200 chips

He says he and the US president discussed export controls before he met lawmakers on the Senate Banking Committee.

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Nvidia CEO Jensen Huang speaks briefly to reporters in Washington on Wednesday. Photo: EPA
Artificial intelligence

OpenAI CEO declares ‘code red’ to improve ChatGPT as rivals move in

The call comes after Google released its Gemini 3 AI model last month that gained praise for its capacity to reason and code.

Artificial intelligence

Ant Group’s LingGuang a hit as users create millions of flash apps with AI tool

The multimodal AI assistant can generate simple apps in as little as 30 seconds in response to users’ prompts.

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Artificial intelligence

China’s DeepSeek challenges Google DeepMind with new AI model

DeepSeek’s V3.2-Speciale equals Google’s Gemini 3 Pro in reasoning capabilities, the Chinese start-up says.

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A shop advertising DeepSeek in Hong Kong. Photo: Universal Images Group via Getty Images
Banking & finance

UBS remains bullish on Chinese tech but warns of big market swings in 2026

Swiss bank flags five major risks for next year, including economic weakness, resurgence of inflation and renewed US-China tensions.

Artificial intelligence

AI scaling hasn’t reached a dead end yet, Chinese Google scientist says

Pouring money into increasing computation resources and training data can still yield better AI models, Yao Shunyu says.

Technology

Opinion | How AI, quantum and space technologies will define the Asian century

Together, they form an engine that will determine which nations shape the century ahead and which struggle to keep pace.

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Illustration: Craig Stephens
Artificial intelligence

US, Chinese firms add AI shopping bells and whistles to dominate all-in-one apps

OpenAI’s new ‘shopping research’ tool resembles popular AI shopping services on Chinese e-commerce platforms like Tmall and Taobao.

Leading US and Chinese artificial intelligence firms are ramping up integration of e-commerce solutions in their flagship consumer products in the race to become the “everything app” of the future. Photo: Handout
Fintech

Hong Kong and Malaysian firms launch tokenised AI infrastructure fund

‘World’s first’ global-grade AI infrastructure tokenised fund gives investors access to growing demand from Asean: Tykhe and Skyvast.

China stock market

China’s AI stock rally has room to run as valuations lag US giants: Goldman

AI stock rally is sustainable and tech shares will be driven by application-focused growth, chief China equity strategist Kinger Lau says.

Artificial intelligence

Ant Group’s vibe coding app hits 1 million downloads in just 4 days

LingGuang, an AI app that generates custom software applications, sees a surge in popularity.

Ant Group’s logo seen at the fintech giant’s headquarters in Hangzhou, in eastern Zhejiang province. Photo: Shutterstock
Xiaomi

Xiaomi open-sources AI model spanning autonomous driving and robotics

EV and AI initiatives have become an increasingly important part of Xiaomi’s business.

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A Xiaomi car seen outside the company’s electric vehicle factory in Beijing. Photo: AFP
US-China relations

Trump team considering selling Nvidia H200 chips to China, insiders say

While still in the early stages, the talks mark a big departure from the administration’s public stance on semiconductor export controls.

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Artificial intelligence

Tech war: Huawei to open-source software tool to optimise AI chip use

Flex:ai pools and orchestrates processors to squeeze out more performance, company says.

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